Institutional Ownership Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 8.37 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
57,200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
53,460
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
52,184
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
51,013
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
50,402
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
48,733
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,541
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
46,021
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
43,881
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
43,302
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
37,808
shares
|
$0
1.52% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
36,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
33,080
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.95%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
33,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
31,788
shares
|
$0
0.91% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,212
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
29,857
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
29,109
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
29,084
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
28,410
shares
|
$0
0.62% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
27,224
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
26,275
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
24,388
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,921
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
20,361
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.24%
|